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iShares US Oil Equipment & Services ETF
IEZ

86 hedge funds and large institutions have $163M invested in iShares US Oil Equipment & Services ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,898% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $81K

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

196% more capital invested

Capital invested by funds: $54.9M → $163M (+$108M)

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

28% more funds holding

Funds holding: 67 → 86 (+19)

5.68% more ownership

Funds ownership: 41.3% → 46.98% (+5.7%)

Holders
86
Holders Change
+19
Holders Change %
+28.36%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
32
Reduced
15
Closed
6
Calls
$1.62M
Puts
$81K
Net Calls
+$1.54M
Net Calls Change
+$1.25M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.2M
2
MML Investors Services
MML Investors Services
Massachusetts
+$13.1M
3
Wells Fargo
Wells Fargo
California
+$5.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$1.59M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$890K
3
Bank of America
Bank of America
North Carolina
-$846K
4
HF
HRT Financial
New York
-$596K
5
Jane Street
Jane Street
New York
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.48M +$198K +10,017 +17%
AI
27
Atria Investments
North Carolina
$1.2M +$1.11M +56,448 New
GC
28
Grimes & Company
Massachusetts
$1.12M -$40.8K -2,071 -4%
BCM
29
Brookstone Capital Management
Illinois
$882K +$814K +41,266 New
Mariner
30
Mariner
Kansas
$876K +$814K +41,298 New
SI
31
Stephens Inc
Arkansas
$858K +$527K +26,719 +194%
Corient Private Wealth
32
Corient Private Wealth
Florida
$729K +$678K +34,382 New
SFG
33
Summit Financial Group
West Virginia
$716K +$30.7K +1,555 +5%
SFS
34
Sowell Financial Services
Arkansas
$703K +$654K +33,155 New
SWM
35
SeaCrest Wealth Management
New York
$629K -$45.5K -2,306 -7%
MAP
36
Milestone Advisory Partners
North Carolina
$598K – – –
KAS
37
Kestra Advisory Services
Texas
$595K +$553K +28,044 New
EWM
38
Executive Wealth Management
Michigan
$592K +$546K +27,668 +11,824%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$563K +$524K +26,557 New
PFS
40
Prospera Financial Services
Texas
$541K +$85K +4,313 +20%
NAM
41
NTV Asset Management
West Virginia
$520K +$90.5K +4,590 +23%
CCA
42
Cadent Capital Advisors
Oklahoma
$505K +$470K +23,831 New
PA
43
Parallel Advisors
California
$451K +$1.1K +56 +0.3%
SRSA
44
S.R. Schill & Associates
Washington
$427K -$322K -16,337 -45%
SPIA
45
Steward Partners Investment Advisory
New York
$412K +$374K +18,960 +4,131%
WPW
46
Waldron Private Wealth
Pennsylvania
$388K – – –
WCM
47
WealthBridge Capital Management
Ohio
$377K -$140K -7,091 -29%
VAFP
48
Vahanian & Associates Financial Planning
New York
$363K +$28.6K +1,450 +9%
JP Morgan Chase
49
JP Morgan Chase
New York
$338K +$314K +15,910 +31,820%
CB
50
Commerce Bank
Missouri
$319K – – –
1
2
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IEZ Hedge Fund Activity: Q4 2022 in Review

86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2022, worth a combined $163M — up 196% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IEZ positions and 6 closed out — a net gain of 23 holders — while 32 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.59M.

  • 86 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $163M of iShares US Oil Equipment & Services ETF stock for Q4 2022, up 196% quarter-over-quarter.
  • 29 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q4 2022 was Morgan Stanley, an estimated $17.2M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q4 2022 was Tower Research Capital (TRC), an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2022.